StockDriftsStockDriftsTop 1 FSC Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PDBC | INVESCO ACTVELY MNGD ETC FD | 100% | 32.3K | $513K | -10.78%(-3.91K) | $14.74(+20.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.58% | +31.60% | — | — | +3.29% |
| Top 20 Holdings Unweighted | +11.60% | +39.00% | — | — | +13.13% |
FSC Wealth Advisors, LLC reports $513.34K in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is PDBC (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +31.60% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from FSC Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1925685). View FSC Wealth Advisors, LLC’s 13F filings on SEC